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Recipe: Create a tooltip

Overview

Use Pendo tooltips to add contextual help without going through your developers. This recipe will walk you through on how to set one up in just a few minutes.

example_tooltip.png

Ingredients (What You Need)

  • Pendo admin account permission or the following:
    • User permission to create Guides
    • User permission to publish Guides
  • Target segment - Everyone
  • Target feature or location within your product
  • Desired help context for target feature or location

Estimated time to create: approximately 10 min

How To Make It

Step 1. Navigate to Guides to add new Tooltip Guide

guide_type_options.png

Step 2. Choose where you would like to have your tooltip to appear within your application, simply select it right from your product preview.

guide_location_selection.png

Step 3. Once you click on your preferred location, you will be prompted to choose a tooltip template: Select blank Tooltip option.

select_tooltip_template.png

Step 4. Next, you will see your tooltip template in the preview. Click on the sample text within the Guide preview to add your desired message.

edit_tooltip_content.png

Step 5. Using the left-hand navigation, locate the activation option to choose the activation settings type as “Badge” and update your badge preferences as you like.

guide_options.png

Step 6. Test in staging to adjust as needed. If you don’t have a staging environment setup yet, simply update the target segment as “Only Me” & set the Guide status to ‘Public’ to view in your application and readjust as you need.

segment_setting_only_me.png

Step 7. When you’re ready to launch, update the target segment to "Everyone" (or your own custom segment) and the Guide status to "Public."

segment_setting_everyone.png

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